Learn how to unlock your full decision-making potential with Coegil and learn from questions frequently asked by other users.

FAQs by Category

General

Michael Guadarrama, the founder & CEO of Coegil, explains how he chose the name, Coegil. And you learn how to pronounce Coegil!

﻿﻿

How to Sign Up for an Account in Coegil

Michael, the founder & CEO of Coegil, walk you through signing up for a new account in Coegil.

We want to let you know that we will ask for 3 sets of information: your account information, some information about you, & your payment details. Please have your credit card handy.

This process should take you less than 1 minute to complete.

﻿﻿﻿﻿

Quick Start Guide into Coegil

In this video, we help you get started using Coegil. Our goal is to be a one-stop-shop for research analysts to produce, collaborate, and publish their research.

You will learn how to: – Create Groups to Store your Research – Manage & Archive your Group – Create your First Research Asset and add an Artifact to it – Add an Insight to your Asset to make your work easier to read on-the-go – Publish your work so your team can see it – Use a Shareable Link to Post to Social Media – Add & Remove Collaborators to your Groups – Chat with Colleagues – Flag Interest in Research

Why use Coegil?

Why do I need this if my team is next to me?

Coegil offers a lot more than chat. Although our approach to chat is innovative – you can place notes, or chats, directly within your research to help keep everything organized for you. Storage and organization are challenges even for small teams. What if your portfolio manager has a great idea while out of the office? Coegil allows your team to be sitting next to even when they are not.

Why do I need this if I’m quant?

One of the best questions we get! If you are a quant, data scientist, or analyst, you may think you don’t need Coegil. Coegil isn’t a data processing engine or machine learning tool or analytic visualizer. But step back for a moment – your valuable, innovative research only makes a difference if someone reads it and makes an investment decision from it. Do you think that busy portfolio manager or department executive has the time to open python or Tableau to see what you found? Are they going to approve your $250,000 data purchase via email?

Can I still use some of my existing tools?

No problem. Remember: Coegil is the beginning and end of your research process. Most people don’t even notice that they don’t have a good solution for storage, collaboration, and distribution – they have been manually struggling with this for years. That’s where we step in. We don’t change how you do research or what tools you use to process data and visualize your insights. However, let us know if there are features that would things even easier for you.

Does Coegil offer analytical tools?

Coegil’s mission is to bridge the gap between research providers and investment professionals. That gap is characterized by difficulty of discovery, a lack of collaboration, and the inefficient presentation of research. We aim to solve the last mile in research. There are many good tools in the market that help data scientists & analysts process data and visualize insights. Coegil sees those tools as partners will seek to integrate with them – not compete with them.

What if I’m happy with what I have today?

We understand. Coegil is designed for research providers that want to grow their business and be inspired by a broader community of consumers & providers to build innovative research products. Isn’t that you?

Will I lose customers?

Maybe. There is always a market for high-quality research. But you gain access to a larger network of research consumers to accelerate your organic sales & make up for any temporary losses.

Can I share my research on other channels?

Of course. We make it easy for you to create read-only or pay-wall links for your research to post on your favorite social media channels.

What prevents me from going off platform?

Nothing. We understand minimizing costs is important. However, staying on Coegil increases your intellectual property protection, keeps you compliant, & helps you get paid quickly. And at a low cost, why take the risk?

Why does it cost so much?

Really? For consumers who make purchases, Coegil is free. For research providers, starting at $10 per month, Coegil is at the same price as any single commercial solution & you get 6 different products for that low price. Our commission rates (10%-15%) are both low and only charged when you make a sale – your customers only pay the price of your product. You likely are spending 3x-5x more today for each marginal sale.

Why not use commercial solutions?

Lack of integration. Anyone who produces more than one research product a week knows the pain from tabbing between applications, searching for material, copying/pasting your work, collaborating, publishing, pricing…No other product solves these problems and more in one seamless solution.

Ideation

Explaining the Coegil Stream

Michael, the founder & CEO of Coegil, explains the Coegil Stream.

The Coegil Stream is a real-time feed of all the activity within your research network and from the broader research community. This is quite similar to what you experience from other news outlets.

There are four types of Stream updates: 1) published updates from your team, 2) updates from the research you marked interest in regardless of publication status, 3) research for sale and 4) notable research based upon your activity within Coegil.

The Coegil Stream is a simple & powerful tool to stay current on the go.

﻿﻿

Adding a Research Asset – the Starting Point in Coegil

Michael, the founder & CEO of Coegil, shows you have to create a Research Asset or Asset for short. Assets are the raw ingredients to fuel your research efforts.

As an Analyst or Research Provider, you are going to spend a lot of time creating Assets.

In this video, we show you how to upload your existing research. Afterward, you can add Insights to your asset to make it even that much easier for decision makers to realize the value of your hard work. Don’t forget to add Aspects. They connect more easily connect your work to others and make it easier for others to find it.

However, we hope you begin to start & end your research within Coegil. That will save you more time and improve the quality of your research.

﻿﻿

Compounding your Research with Coegil

Michael, founder & CEO of Coegil, shows how to compound on your past research. Coegil helps to organize & build connections – amongst other research & other researchers. Perhaps most compelling, Coegil help you leverage your past work. This decreases the time to produce new research, it ensures your decisions are consistent and enables all connected research to be updated at once.

Talking about Aspects – Coegil’s innovation to tags

Michael, founder & CEO of Coegil, explains Aspects and why Aspects are so much better than simple tags found in other knowledge management systems.

Instead, Aspects are tags with a specific structure & hierarchy to promote more impactful research and naturally drive connections.

Aspects help you organize, discover and compound on your past research. No more reinventing the wheel and have confidence that you are moving your research forward. Learn more from this video.

Michael, founder & CEO of Coegil, shows how to associate an Insight to a Research Asset.

In the context of a Research Asset, Insights can be considered as highlights, dog-ears, or “cliff-notes” of your Asset. Coegil makes the research process so much better with Insights.

How many of us have put in all the work to read a research report in detail & find those insightful gems? Now imagine your entire research team is working with you to find those gems. How much more productive will you become?

Selling

Now collaboration is fully integrated into your research management solution and marketplace.

We provide four types of chat: group boards, direct messages, research journals, and Coegil notifications. Each channel type is designed to help you keep your collaborations organized and effective.

﻿﻿

Shadows & Purchasing

Michael Guadarrama, the founder & CEO of Coegil, show you how easy purchasing research can be in Coegil.

Shadows (grayed out research) are our way of letting you know you don’t have access to research. Purchasing is a simple button click away. After your purchase, we copy the research into your secure repository and your team can start using it.

﻿﻿

Selling Your Research

Michael Guadarrama, the founder & CEO of Coegil, shows you how easy it is to sell your valuable research.

We know some users come to Coegil with the intention to sell their research – we call these users, Providers. We have integrated with Stripe, an award-winning payments system, to make it easy for you to get paid, quickly!

Price Schemes allow a Research Provider to better manage their product pricing. Price Schemes help keep your prices correlated & consistent. You can use them to perform A/B testing to improve your sales.

﻿﻿﻿﻿

Explaining the Coegil Stream

Michael, the founder & CEO of Coegil, explains the Coegil Stream.

The Coegil Stream is a real-time feed of all the activity within your research network and from the broader research community. This is quite similar to what you experience from other news outlets.

There are four types of Stream updates: 1) published updates from your team, 2) updates from the research you marked interest in regardless of publication status, 3) research for sale and 4) notable research based upon your activity within Coegil.

The Coegil Stream is a simple & powerful tool to stay current on the go.

﻿﻿

Our blog has other useful articles on research, decision making and how to get more value from Coegil.